Feature availability: This article discusses Questionnaire Automation, which may require an upgrade or add-on. Refer to Vanta Plans and Pricing for details.
Vanta Questionnaire Automation provides tooling for completing various types of questionnaires. In this article, we’ll walk through how to complete a spreadsheet questionnaire.
Uploading a spreadsheet questionnaire (.csv, .xlsx)
Go to Questionnaires and click + Add questionnaire.
For the Questionnaire type, select File.
Under Upload your questionnaire, upload a spreadsheet (supported file types: .csv or .xlsx). Match the proper question and answer columns.
Uploading a document questionnaire (.docx, .pdf)
Go to Questionnaires and click + Add questionnaire.
For the Questionnaire type, select File.
Under Upload your questionnaire, upload a document (supported file types: .pdf or .docx).
Attach Documentation to Questionnaire Responses
You can attach supporting documents directly to your questionnaire responses. This helps you keep all required evidence in one place before completing or exporting the questionnaire.
To attach a document, look at the bottom right corner of the answer field while you are responding to a question. A paperclip icon appears next to the text box. Select the paperclip to link an existing file from your Vanta knowledge base or upload a one time document for this questionnaire.
When you export the finished questionnaire, Vanta provides a zip file that includes both the completed questionnaire and all attached documents.
Reviewing answer sources and making changes
Click on the questionnaire from the table to view the suggested answers.
Click on an answer in the list to see where it came from or make changes.
If answered by Vanta AI
Click References to see which parts of your knowledge base created the answer.
If the answer was matched from your answer library
Click More Details to see when the answer was added and where it came from.
Optionally click Select answer on any other suggestion to use as the current answer.
Optionally, write a new answer by editing the Current answer field.
All changes are saved automatically
Collaborating on questionnaires
Learn more: Collaborating on Questionnaires
Marking the questionnaire as complete
Before marking the questionnaire as complete, all answers must be marked as approved. Only approved answers will be imported back into the answer library for future use.
In Vanta, open your questionnaire
Click Mark as complete in the top right corner
Optional: Sync any new or updated answers to your answer library
Sharing the completed questionnaire
Open a questionnaire and look for the Export button in the questionnaire header.